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Robbins Farley’s Southern Company SO Stock Holding History

Robbins Farley’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.06M Buy
42,424
+2,169
+5% +$204K 1.56% 36
2026
Q1 		$3.89M Buy
40,255
+640
+2% +$59.2K 1.72% 32
2025
Q4 		$3.45M Buy
39,615
+2,648
+7% +$242K 1.57% 35
2025
Q3 		$3.5M Buy
36,967
+3,748
+11% +$350K 1.46% 37
2025
Q2 		$3.05M Buy
33,219
+765
+2% +$68.7K 1.42% 35
2025
Q1 		$2.98M Buy
32,454
+119
+0.4% +$10.3K 1.58% 31
2024
Q4 		$2.66M Sell
32,335
-743
-2% -$65.2K 1.27% 38
2024
Q3 		$2.98M Sell
33,078
-1,486
-4% -$127K 1.5% 34
2024
Q2 		$2.68M Buy
34,564
+1,813
+6% +$137K 1.42% 34
2024
Q1 		$2.35M Buy
32,751
+1,201
+4% +$82.9K 1.24% 38
2023
Q4 		$2.21M Buy
31,550
+574
+2% +$39.4K 1.33% 32
2023
Q3 		$2M Buy
30,976
+3,307
+12% +$230K 1.35% 33
2023
Q2 		$1.94M Sell
27,669
-16
-0.1% -$1.15K 1.34% 34
2023
Q1 		$1.93M Buy
27,685
+176
+0.6% +$11.9K 1.29% 37
2022
Q4 		$1.96M Sell
27,509
-10,018
-27% -$670K 1.52% 32
2022
Q3 		$2.55M Sell
37,527
-1,374
-4% -$104K 2.1% 17
2022
Q2 		$2.77M Sell
38,901
-5,532
-12% -$406K 2.89% 12
2022
Q1 		$3.22M Buy
44,433
+9,028
+25% +$611K 2.42% 16
2021
Q4 		$2.43M Buy
35,405
+5,650
+19% +$360K 1.79% 27
2021
Q3 		$1.84M Sell
29,755
-51
-0.2% -$3.28K 1.36% 35
2021
Q2 		$1.8M Buy
29,806
+11,866
+66% +$759K 2.04% 21
2021
Q1 		$1.19M Sell
17,940
-2,101
-10% -$126K 1.05% 38
2020
Q4 		$1.23M Buy
+20,041
New +$1.2M 1.21% 38

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Robbins Farley's SO Position: Q2 2026 in Review

Robbins Farley increased its Southern Company (SO) stake by 5.4% in Q2 2026, buying an estimated $204K and bringing the position to 42,424 shares worth $4.06M. The position accounts for 1.56% of the portfolio, ranked #36.

Robbins Farley first reported a position in SO in Q4 2020 and has held it in 23 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Robbins Farley held 42,424 shares of Southern Company worth $4.06M as of Q2 2026.
  • Robbins Farley bought 2,169 Southern Company shares in Q2 2026, an estimated $204K.
  • Southern Company made up 1.56% of Robbins Farley's portfolio in Q2 2026, its #36 holding.
  • Robbins Farley first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Robbins Farley's 13F filing for Q2 2026, filed 23 Jul 2026.